HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.22M
3
+$1.09M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$596K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$512K

Top Sells

1
+$1.77M
2
+$1.74M
3
+$498K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$428K
5
TEAM icon
Atlassian
TEAM
+$365K

Sector Composition

1 Financials 6.05%
2 Technology 5.21%
3 Healthcare 2.07%
4 Industrials 1.89%
5 Consumer Staples 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
51
Cisco
CSCO
$314B
$2.02M 0.3%
26,213
-114
AMGN icon
52
Amgen
AMGN
$209B
$1.92M 0.28%
5,873
+12
KO icon
53
Coca-Cola
KO
$351B
$1.87M 0.28%
26,700
-120
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$3.77T
$1.67M 0.25%
5,323
+373
HL icon
55
Hecla Mining
HL
$16.7B
$1.58M 0.23%
82,094
+18
VZ icon
56
Verizon
VZ
$211B
$1.55M 0.23%
37,953
-302
SOFI icon
57
SoFi Technologies
SOFI
$22.6B
$1.54M 0.23%
58,652
+89
MCD icon
58
McDonald's
MCD
$243B
$1.47M 0.22%
4,819
+54
XLV icon
59
State Street Health Care Select Sector SPDR ETF
XLV
$42.8B
$1.45M 0.21%
9,391
+180
VTI icon
60
Vanguard Total Stock Market ETF
VTI
$582B
$1.37M 0.2%
4,095
-50
WMT icon
61
Walmart Inc
WMT
$1.02T
$1.37M 0.2%
12,304
+3
ARTY
62
iShares Future AI & Tech ETF
ARTY
$2.31B
$1.32M 0.2%
27,496
+598
VXUS icon
63
Vanguard Total International Stock ETF
VXUS
$140B
$1.31M 0.19%
17,415
+1,164
GS icon
64
Goldman Sachs
GS
$258B
$1.25M 0.18%
1,422
+3
GLD icon
65
SPDR Gold Trust
GLD
$186B
$1.22M 0.18%
3,074
-25
SLV icon
66
iShares Silver Trust
SLV
$48.5B
$1.21M 0.18%
18,838
PPH icon
67
VanEck Pharmaceutical ETF
PPH
$1.34B
$1.11M 0.16%
10,738
+908
META icon
68
Meta Platforms (Facebook)
META
$1.64T
$1.09M 0.16%
1,645
+33
XLP icon
69
State Street Consumer Staples Select Sector SPDR ETF
XLP
$17.4B
$1.07M 0.16%
13,750
+610
VTV icon
70
Vanguard Value ETF
VTV
$171B
$1.03M 0.15%
5,405
+215
PEP icon
71
PepsiCo
PEP
$232B
$1.02M 0.15%
7,079
AVGO icon
72
Broadcom
AVGO
$1.52T
$971K 0.14%
2,805
+579
MGV icon
73
Vanguard Mega Cap Value ETF
MGV
$11.7B
$965K 0.14%
6,838
+36
RTX icon
74
RTX Corp
RTX
$272B
$954K 0.14%
5,202
-148
VRT icon
75
Vertiv
VRT
$97.5B
$908K 0.13%
5,605
+82
1 2
3
4 5